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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,924 | $201,344-87.1% | $184,243-85.9% | $145,877-82.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.56% | 29.01%-21.4pp | 28.82%-21.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $3,710 | $7,022-47.2% | $6,427-42.3% | $4,663-20.4% |
| Participant deferral / active EE | $3,825 | $9,807-61.0% | $9,132-58.1% | $6,691-42.8% |
| Admin fee / account holder | $1,945 | $16,382-88.1% | $13,914-86.0% | $13,402-85.5% |